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SOA Wealth Advisors’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

SOA Wealth Advisors’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2K Buy
+100
New +$14.1K ﹤0.01% 547

Other funds holding SPMO

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

SOA Wealth Advisors's SPMO Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026: 100 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings.

175 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • SOA Wealth Advisors held 100 shares of Invesco S&P 500 Momentum ETF worth $16.2K as of Q2 2026.
  • Invesco S&P 500 Momentum ETF was a new SOA Wealth Advisors position in Q2 2026.
  • Invesco S&P 500 Momentum ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #547 holding.
  • 175 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.